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Who We Are

Ira Fateman Certified Financial Planner™

Senior Associate
ira@sasadvisors.com
I bring over 35 years of experience in financial services, with a unique background that combines personal financial planning and counseling. I hold a...

Elizabeth Prindle Certified Financial Planner™

Firm Partner and Senior Financial Advisor
(650) 394-7994
elizabeth@sasadvisors.com
Hi, I’m Elizabeth Prindle, a senior financial advisor at SAS Financial Advisors with over a decade of experience guiding individuals, couples, and...

Monique San Miguel Lopez ChFC®

Senior Associate
415-340-2559
monique@sasadvisors.com
I enjoy guiding clients through financial opportunities, choices, and decision-making. Helping people identify what they’re striving toward — and why...

(Dyan) Y.H. Rhodes CFP®, CFA®, CAIA®

Alternative Investment Analyst
dyan@sasadvisors.com
With almost 30 years of experience in the financial planning and investment management industry, I’ve had the privilege of managing an ultra-high-net...

Vivian Fox CPA® and Candidate for CFP® certification

Candidate for CFP® certification
(415) 680-4198
Vivian@sasadvisors.com
My journey into financial planning was inspired by a desire to build meaningful relationships and help individuals navigate their financial paths with...

S. Nasira Iqbal CFP®, MS. AFP.FLP

Financial Planning Consultant
415-617-5985
nasira@sasadvisors.com
I feel truly fortunate to have spent over 15 years in the financial planning profession — a field I consider a true helping profession . My mission is...

Minna Fernan Consultant

510-865-0300
minnatrustee@gmail.com
I am a California licensed attorney who offers my services as a professional fiduciary specializing in trust administrations. In addition to my...

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50 California Street, Suite 1500 San Francisco, CA, 94111

info@sasadvisors.com | 415-277-5955

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